J.P. Morgan Wealth Management - Private Client Investment Associate- Tempe, AZ

JPMorganChase • Tempe, AZ

7d

About The Position

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational, marketing, and administrative support to Private Client Advisors. You will represent the firm and interact with clients, using its investment products, thought leadership, and digital technology to help meet clients’ financial needs. The role also supports ongoing wealth planning, client relationship development, business operations, and compliance.

Requirements

• A valid and active Series 7 license or a valid and active Series 66 (63/65) license.
• If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is also required.
• A valid and active Series 7 or Series 66 (63/65) license, and a Life and Health Insurance license, must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors’ books of business by facilitating timely and accurate operational requests, including account opening, money movement, and investment trades.
• Help build and maintain client relationships by processing requests, resolving issues, and providing up-to-date information.
• Assist Advisors with ongoing client wealth planning, referral source management, and new lead generation.
• Help manage relationship and account reviews and promote firm services to deepen client relationships.
• Prepare timely and accurate performance reports.
• Engage in risk management activities, including Know Your Customer procedures, account reviews, and inquiries.
• Support business-unit operational procedures and compliance requirements, including completing required forms and documentation.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed